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Kelly A. Henning, CFP®, MSFS

Wealth Manager

Kelly A. Henning, CFP®, MSFS2019-09-10T16:27:36+00:00
Kelly A. Henning CFP®

Kelly’s main responsibilities include helping clients develop their financial plans, implementing wealth management strategies and managing clients’ investment portfolios.

Professional Designations

CFP®, MSFS

Education

Lafayette College, B.A., Business and Economics

Marquis Scholar, the College’s highest academic honor

American College of Financial Services, M.S.F.S

What sparked your interest in financial planning? What fuels you every day in your work?

My interest was purely accidental. When I started interning here in 2008, I had minimal exposure to financial planning. Seeing the effect on individuals and families when they receive financial planning advice is so rewarding.  Knowing I can be a small part of helping someone feel comfortable in retirement or planning for their family’s future drives me every day.

What’s the one thing people say you’re best at?

I am a very deliberative person. I take the time to research and understand as many angles and opinions as possible before I make a final decision. I try to help clients do the same when they face significant financial decisions that require time and research to make sure they have everything they need in order to make the choice that’s best for them.

What do you enjoy most about working at Modera?

It’s like a second family. Everyone asks how you are and genuinely cares about you. My colleagues are always willing to lend a hand if I need help with something or am out of the office.

When you retire you’re going to…?

Travel the world. I love to visit new places and experience new cultures. I enjoy the excitement of walking into an ancient castle or trying a new exotic food.

Kelly’s Insights

Getting Ready for Maternity and Paternity Leave

For working parents-to-be, planning for your baby’s arrival means far more than picking out furniture, packing a bag, and having the doctor’s number memorized. There are also a number of work and financial issues to consider. Whether your maternity/paternity leave is for a few weeks or several months, this checklist will help streamline the transition from workplace to home and back again.

Good to Know|

A Reminder on Satisfying Your Quarterly Estimated Tax Payment Obligations

It’s not uncommon for individuals to continue to work, perhaps in a different capacity or on a part-time basis, after they have retired from their full-time job. Many of our clients enjoy using their years of experience and knowledge to maintain an income stream and keep busy. But for those who used to benefit from the convenience of their employer’s payroll management, the estimated tax requirements of self-employment can come as a surprise.

Good to Know|